Merrill Financial Solutions Advisor

3 weeks ago

Lake Zurich IL, United States Bank of America Full time
About the Role

We are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Merrill. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.

Key Responsibilities
  • Leverage technology to achieve business growth goals and profile activities to determine a client's investor profile and financial resource objectives.
  • Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank.
  • Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
  • Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.
  • Understand and access the full breadth of resources across the bank to benefit clients or prospects.
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.
About Us

Merrill is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Requirements
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • Experience balancing investment management, sales activities, and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • Bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe in responsible growth and are dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

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